POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT
XLYS
XLYS was delisted on the 22nd of March, 2011.
30 hedge funds and large institutions have $61.2M invested in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
20% more funds holding
Funds holding: 25 → 30 (+5)
17% more capital invested
Capital invested by funds: $52.5M → $61.2M (+$8.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.99M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.67M |
| 3 |
Jane Street
New York
|
+$1.23M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$1.01M |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$882K |
| 2 |
VF
Virtu Financial
New York
|
-$833K |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$739K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.93K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$7.81K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
26
First Horizon Advisors
Memphis,
Tennessee
| $9K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | +$8K | +134 | New |
|
|
CFA
28
Carroll Financial Associates
Charlotte,
North Carolina
| $7K | +$7K | +115 | New |
|
|
TWA
29
TCI Wealth Advisors
Tucson,
Arizona
| $6K | – | – | – |
|
|
VF
30
Virtu Financial
New York
| – | -$833K | -14,773 | Closed |
|
XLYS Hedge Fund Activity: Q4 2017 in Review
30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) for Q4 2017, worth a combined $61.2M — up 17% from $52.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XLYS positions and 1 closed out — a net gain of 5 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.99M. The largest seller was Susquehanna International Group, cutting an estimated $882K.
- 30 institutional investors held POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT (XLYS) as of Q4 2017, up from 25 in Q3 2017.
- Funds reported $61.2M of POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT stock for Q4 2017, up 17% quarter-over-quarter.
- 6 funds opened new POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT positions in Q4 2017 and 1 closed out, a net change of +5 holders.
- The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT buyer in Q4 2017 was Morgan Stanley, an estimated $1.99M added.
- The largest POWERSHARES S&P SMALLCAP CONSUMER DISCRETIONARY PORT seller in Q4 2017 was Susquehanna International Group, an estimated $882K sold.
Based on aggregated 13F filings for Q4 2017.